Alera Group, Inc. · 3 hours ago
Employee Benefits Account Manager
United States
Full-time
Remote
Mid Level
$75K/yr - $80K/yr
3+ years expAlera Group is a growing company that specializes in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking an Employee Benefits Account Manager who will coordinate the RFP process, develop client communications, and conduct enrollment meetings to assist clients in implementing benefit program strategies.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Coordinate the Request for Proposal (RFP) process on behalf of clients
Review client needs, recommend suitable approaches, and assist in implementing benefit program strategies
Develop client communications, including proposals, reports, spreadsheets, and presentations
Conduct open enrollment and client meetings virtually or in person
Model employee benefits contributions to meet employer objectives
Qualification
Required
3+ years of experience in customer service, proposal development or account management in an employee benefit setting. Experience working with employers a plus
Excellent communication, organizational, and client management skills, with the ability to manage multiple priorities effectively
Intermediate level expertise in Microsoft Office tools and the ability to analyze benefit plan financial and operational impacts
Current CA Life and Health Insurance license, or ability to obtain immediately
Preferred
Experience with agency management systems preferred
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
And much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase